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Education & Research -

Finance, ERP & CRM Software Solutions


Education and Research Institutions are experiencing multiple pressures. To attract students they must deliver the best levels of service, facilities and efficiency. You need to ensure you attract the maximum levels of funding and donations and can demonstrate efficient use of those funds. And, if you are a registered charity you must also ensure you comply with the latest legislation and reporting requirements.

Colleges of further education rely heavily on their ability to deliver professional sales and marketing messages to businesses and prospective clients on a regular basis.  To maintain success it is imperative that these establishments are able to offer a continuously high standard of service and value for money to existing and potential clients.

Using a Microsoft Dynamics CRM platform Touchstone Group has developed a CRM software solution exclusive to Colleges of Further Education - the Touchstone Employer Engagement Manager (TEEM).

Education and Research Organisations need:

  • Tightly integrated business systems and processes
  • Streamlined financial management to allow greater efficiency and cost control across the organisation
  • Accurate and reliable reporting across all aspects of the organisation including financial reports such as fund accounting, activity based cost recovery and grant management
  • A central source of data on students, employees, donors, partners and suppliers for accurate measurement, targeting and reporting
  • Technology that enables collaborative working and secure document management
  • Ease of integration with other critical systems such as membership, donor management and trading systems.